Anic Equity¶
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Total return since start: 0.615 %¶
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Equity now: -----------------------------> 49339.15 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45277.61 Kr¶
PnL: ---------------------------------------> 221.61 Kr¶
DD now: ---------------------------------> -7.118 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 10:41:19.558299'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.180000 | 1664.640000 | 195.640000 | 13.320000 | 1468.999998 |
| Orrön Energy | 180 | 0.740000 | 2218.500000 | 175.500000 | 8.590000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.600000 | 989.000000 | 54.000000 | 5.780000 | 935.000000 |
| Sedana Medical | 93 | -3.630000 | 2564.940000 | 43.940000 | 1.740000 | 2521.000011 |
| Platzer Fastigheter Holding B | 12 | -1.650000 | 1003.200000 | 42.200000 | 4.390000 | 960.999996 |
| Hexatronic Group | 12 | 0.310000 | 1004.880000 | 37.880000 | 3.920000 | 966.999996 |
| Sagax B | 4 | -0.800000 | 890.000000 | 36.000000 | 4.220000 | 854.000000 |
| OX2 | 13 | 3.060000 | 984.100000 | 34.100000 | 3.590000 | 949.999999 |
| Sagax A | 4 | -0.890000 | 888.000000 | 34.000000 | 3.980000 | 854.000000 |
| Catena | 2 | -1.720000 | 824.400000 | 32.400000 | 4.090000 | 792.000000 |
| JM | 6 | -0.730000 | 895.800000 | 31.800000 | 3.680000 | 864.000000 |
| Hoist Finance | 35 | -0.520000 | 1011.500000 | 31.500000 | 3.210000 | 980.000000 |
| Bilia A | 8 | 0.260000 | 918.400000 | 18.400000 | 2.040000 | 900.000000 |
| HEXPOL B | 9 | 0.960000 | 1037.700000 | 16.700000 | 1.640000 | 1020.999996 |
| Gränges | 9 | -0.190000 | 940.500000 | 12.500000 | 1.350000 | 927.999999 |
| BioGaia B | 8 | -1.260000 | 938.400000 | 8.400000 | 0.900000 | 930.000000 |
| Biotage | 7 | -0.880000 | 949.200000 | 8.200000 | 0.870000 | 940.999997 |
| Byggmax Group | 33 | -1.360000 | 960.300000 | 4.300000 | 0.450000 | 956.000001 |
| AcadeMedia | 8 | -0.690000 | 403.600000 | 1.600000 | 0.400000 | 402.000000 |
| VEF | 909 | -3.050000 | 1850.720000 | 0.720000 | 0.040000 | 1850.000436 |
| Clas Ohlson B | 12 | -1.100000 | 973.200000 | 0.200000 | 0.020000 | 972.999996 |
| ASSA ABLOY B | 3 | -0.580000 | 775.200000 | -3.800000 | -0.490000 | 779.000001 |
| EQT | 4 | -1.630000 | 822.800000 | -9.200000 | -1.110000 | 832.000000 |
| Nordic Waterproofing Holding | 7 | -0.440000 | 949.200000 | -17.800000 | -1.840000 | 966.999999 |
| Alimak Group | 11 | -1.440000 | 905.300000 | -22.700000 | -2.450000 | 927.999996 |
| SKF B | 5 | -0.110000 | 917.250000 | -22.750000 | -2.420000 | 940.000000 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Addnode Group B | 11 | -0.670000 | 895.950000 | -25.050000 | -2.720000 | 921.000003 |
| Indutrade | 5 | -0.460000 | 1184.500000 | -33.500000 | -2.750000 | 1218.000000 |
| Latour B | 4 | -0.830000 | 809.200000 | -47.800000 | -5.580000 | 857.000000 |
| Vitec Software Group B | 2 | -1.890000 | 1039.000000 | -48.000000 | -4.420000 | 1087.000000 |
| Bufab | 3 | -1.140000 | 1038.600000 | -70.400000 | -6.350000 | 1109.000001 |
| INVISIO | 16 | -0.440000 | 3600.000000 | -89.000000 | -2.410000 | 3689.000000 |
| Hexagon B | 26 | -1.860000 | 3369.600000 | -91.400000 | -2.640000 | 3461.000010 |
| BHG Group | 97 | -1.050000 | 1366.730000 | -92.270000 | -6.320000 | 1458.999989 |
| TOTAL | 45277.610000 | 221.610000 | -7.11818% | 45056.000411 |
Updated:¶
'2023-07-05 10:41:36.586687'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
